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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1851
Valued Wealth Advisors
Utah
$1.95K -$951 -6 -32%
PS
1852
PayPay Securities
Japan
$1.87K -$476 -3 -20%
SC
1853
Solstein Capital
California
$1.87K – – –
RAM
1854
Riggs Asset Management
Pennsylvania
$1.72K +$634 +4 +57%
LIM
1855
Longfellow Investment Management
Massachusetts
$1.72K – – –
SVCP
1856
Silicon Valley Capital Partners
California
$1.72K +$1.74K +11 New
BHWM
1857
Beaird Harris Wealth Management
Texas
$1.56K – – –
AP
1858
Aspect Partners
Virginia
$1.25K -$1.27K -8 -50%
SC
1859
Stephens Consulting
Michigan
$1.25K +$1.27K +8 New
WCM
1860
Winthrop Capital Management
Indiana
$1K – – –
DF
1861
DecisionPoint Financial
Arizona
$956 +$951 +6 New
W
1862
WealthCollab
Washington
$936 – – –
HFS
1863
Hughes Financial Services
Virginia
$879 -$3.17K -20 -77%
NSG
1864
Nalls Sherbakoff Group
Tennessee
$780 – – –
TCM
1865
Tradewinds Capital Management
Washington
$624 – – –
RTL
1866
Red Tortoise LLC
Georgia
$624 +$634 +4 New
BGWM
1867
Bridge Generations Wealth Management
Florida
$468 – – –
LFA
1868
LGT Financial Advisors
Texas
$468 +$476 +3 New
BIM
1869
Breakwater Investment Management
Washington
$312 – – –
RJA
1870
Ross\Johnson & Associates
Minnesota
$312 – – –
SWA
1871
SOA Wealth Advisors
New York
$161 -$1.03M -6,476 -100%
BCM
1872
Blume Capital Management
California
$156 +$159 +1 New
RWS
1873
Retirement Wealth Solutions
Wisconsin
$127 – – –
MRG
1874
Milestone Resources Group
British Virgin Islands
– -$100M -608,819 Closed
FCI
1875
Financial Counselors Inc
Kansas
– -$24.5M -148,863 Closed